# Peach State Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/peach-state-federal-credit-union-401k-plan

> Peach State Federal Credit Union's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peach State Federal Credit Union

- **Sponsor EIN:** 586034029

- **Sponsor Address:** 1505 LAKES PARKWAY, LAWRENCEVILLE, GA, 30043

- **Plan Type:** 401(k)

- **Total Participants:** 219

- **Total Assets:** $23.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|219|$23.8M|$1.3M|$931,237|

| 2023|213|$20.5M|$1.4M|$740,397|

| 2022|207|$16.5M|$1.0M|$697,724|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ABOUND WEALTH MANAGEMENT|INVESTMENT ADVISOR|$87,484|—|$87,484|

| FIDELITY INVESTMENT INSTITUTIONAL|RECORDKEEPER|$8,045|—|$8,045|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ABOUND WEALTH MANAGEMENT](https://planprovider.pro/provider/abound-wealth-management-llc) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENT INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $95,529

- **Estimated Expense Ratio:** 0.401% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$95,529|—|$95,529|—|—|

| 2023|$82,921|$57,356|—|—|—|

| 2022|$78,874|—|—|—|$78,874|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peach-state-federal-credit-union-401k-plan)

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